Skip to content
Disclosery

Atria Wealth Solutions, Inc.: RACE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on RACE, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 1,363 RACE shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 1,363 shares
    Change vs previous 13F +341 shares

    0.02% of the 13F portfolio, value $666,251.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 1,022 shares
    Change vs previous 13F +412 shares

    0.01% of the 13F portfolio, value $437,379.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 610 shares
    Change vs previous 13F -124 shares

    <0.01% of the 13F portfolio, value $258,996.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 734 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $345,026.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 727 shares
    Change vs previous 13F -32 shares

    <0.01% of the 13F portfolio, value $296,855.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 759 shares
    Change vs previous 13F -683 shares

    <0.01% of the 13F portfolio, value $330,967.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 1,442 shares
    Change vs previous 13F -178 shares

    0.01% of the 13F portfolio, value $488,009.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 1,620 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $478,769.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).